# Global Trust Company 401(k) Plan
Source: https://planprovider.pro/companies/global-trust-company-384080983-001

> Global Trust Company's 401(k) plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Global Trust Company

- **Sponsor EIN:** 384080983

- **Sponsor Address:** 12 GILL STREET, SUITE 2600, WOBURN, MA, 01801

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $1.1B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|0|$1.1B|$0|$0|

| 2024|0|$1.1B|$0|$0|

| 2023|0|$1.0B|$0|$0|

| 2022|0|$1.2B|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| STATE STREET BANK & TRUST|Other Service Provider|$365,137|—|$365,137|

| GLOBAL TRUST COMPANY|Custodian / Trustee|$263,155|—|$263,155|

| PRICE WATERHOUSE COOPERS|Auditor|$65,050|—|$65,050|

| NORTHEAST RETIREMENT SERVICES|Other Service Provider|$12,500|—|$12,500|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $705,842

- **Estimated Expense Ratio:** 0.066% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$2,867,476|$2,412,292|—|$65,050|—|

| 2024|$2,945,681|$2,495,807|—|$63,200|—|

| 2023|$2,776,544|$2,335,473|—|$63,400|—|

| 2022|$2,922,181|$2,501,356|—|—|$396,980|

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